This Week's Activity - May 18, 2013:
ViaSat (VSAT) jumped from $50 to $71 (42%) due
to surprising and impressing the market by reporting a profit of $0.04 per
share for the most recent quarter. VSAT also reported a 28% growth in
revenues compared to the same quarter last year. The stock market REALLY liked those
numbers. Back in February when VSAT hit
$50 for the first time ever, I thought it was too high, so I sold my
shares. Now that it is at $71, I am not
feeling very smart. Back in 2008, Seth
Klarman of Baupost Group started buying VSAT shares. Since then he has built his VSAT holdings to be
25% of the VSAT shares on the market. He
bought in at prices in the $30’s, so he is looking REALLY smart right now,
having doubled his money.
Link to article on VSAT quarterly report:
Link to VSAT 1 year stock price movements from
Yahoo Finance:
Gold prices continued to fall to new 52 week
lows this week. Several of the gold
mining companies have been showing up on the StockEvaluator “Short List” for
the past few weeks due to being within 5% of their 52 week lows and having less
than 5 Red cells. So this week I finally
bought Harmony Gold Mining (HMY) at $4.
As soon as I bought it at $4 it then made a NEW 52 week low of $3.75. But, it has very good fundamentals and only 1
RED cell, so I will hold it and wait to make my 20% profit before I sell. It currently pays a 2.1% dividend, but if
gold continues down, the dividend may be in jeopardy. I do not believe that gold will go down much
further, since it is already down 24% for the year and is back to prices from
mid-2010.
Link to commodity prices from CNN Money:
Link to
10 year chart of gold prices:
I have changed the StockEvaluator “Short List”
to be a web page instead of an Excel spreadsheet. This means it will now open
immediately on your smartphone instead of going to your downloads folder where you
had to find it in order to open it.
“Short List” is the special sort and filter screen from
StockEvaluator.xls that I run every week so I can see only the few companies
that are within 5% of their 52 week low AND have less than 5 Red cells. This week’s “Short List” has only 10
companies out of the 2,100 companies we follow in StockEvaluator.xls. One of these 10 is HMY, which I bought. Short List gives you companies that require
further research to see if they fit your investment objectives. You can open StockEvaluator.xls “Short List”
from the home page at UltimateStockFinder.com
Here is the direct link to StockEvaluator.xls “Short
List”:
Next Monthly Meeting 2nd Tuesday of every Month:
Tuesday, June 11, 2013 , 7:30 PM at my
house.
Here are my Buys for May 2013:
Buy Company Buy
Date Bought Price
Target Sell
----- ---------- ------ -------------
5/16
HMY $4 $5
Here are my Sells for May 2013:
Sell Company
Sell Buy Buy
Date Sold
Price Price Date
----- ---------- ------ -------
------------
none
StockEvaluator.xls and Mutual FundEvaluator.xls are available for
download at www.ultimatestockfinder.com
Remember to send me any other stocks or
mutual funds that you would like to see added to the Evaluator
spreadsheets, and any other investing ideas, information or questions that
you want to share.
Thanks,
John D.
____________________________________________________________________
Visit Our Website UltimateStockFinder.com for More Investing Ideas:
All the Yahoo!Finance data is refreshed on Saturday morning into
StockEvaluator.xls and contains over 2,100 company stocks. We
will add any company you would like to the list. Download
"StockEvaluator.xls spreadsheet" at: http://www.ultimatestockfinder.com/
MutualFundEvaluator.xls is also updated weekly and currently contains
over 650 mutual funds.
Also, View our YouTube training videos.
Run the various Ctrl-_ sort commands in StockEvaluator.xls and
MutualFundEvaluator.xls to bring the best companies to the top based on
their key financial values.
At "Web Search Links" you can find our favorite links
for good investing information including:
Screener for New 52 week lows
Screener for Good Fundamental Values
Screener for Stocks with High Volatility
Links that show current P/E values for the major
worldwide indexes.
Current Prices and 52
week ranges for major commodities
At "Investment Training" read more information on how we
do our investments.
"How We Use PUTs and CALLs to Minimize Risk and
Increase Profit on Each Buy & Sell"
"S&P 500 Total Return Comparison"
spreadsheet for 25 year comparisons of many funds
"Compare Annuity Returns, Expenses and Death
Benefit v.s. Managing it Yourself"
At "Stock Evaluator" download various pre-sorted views
this week's StockEvaluator.xls
also, sign in and view the Ultimate Stock Finder
watchlist on Yahoo Finance
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